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Invesco Dorsey Wright Utilities Momentum ETF
PUI

Overview Fund Activity

37 hedge funds and large institutions have $39.7M invested in Invesco Dorsey Wright Utilities Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
+6
Holders Change %
+19.35%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
1
Transamerica Financial Advisors
Florida
$13.9M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.61M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.74M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.87M
5
GCA
5
Genesee Capital Advisors
New York
$993K

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
IMC Chicago
2
IMC Chicago
Illinois
$916K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$352K
4
MCC
4
Money Concepts Capital
Florida
$0
5
Bank of America
5
Bank of America
North Carolina
$893K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Bellevue Asset Management
Washington
$26K – – –
LSA
27
Lansing Street Advisors
Pennsylvania
$25K +$25K +714 New
CFGS
28
Concourse Financial Group Securities
Alabama
$20K – – –
EWM
29
Endurance Wealth Management
Rhode Island
$18K – – –
ACA
30
Aptus Capital Advisors
Alabama
$17K +$17K +504 New
CIAS
31
Capital Investment Advisory Services
North Carolina
$16K +$69 +2 +0.4%
FF
32
FourThought Financial
Florida
$15K -$2.74K -80 -15%
AIC
33
Archer Investment Corporation
Indiana
$4.3K – – –
TRCT
34
Tower Research Capital (TRC)
New York
$4K +$4K +116 New
PTC
35
Private Trust Company
Ohio
$3K +$3K +79 New
PA
36
Parallel Advisors
California
$2K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$7 – – –
SAM
38
Synergy Asset Management
Washington
– -$5.68M -154,722 Closed
MCC
39
Money Concepts Capital
Florida
– -$25K -687 Closed
JGCM
40
Joseph Group Capital Management
Ohio
– -$2K -45 Closed
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -33 Closed
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